2022-11-13T13:13:16-06:00 2021-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2021-01-01 231505095 EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED EISE 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 GEORGE de LAMA PRESIDENT 2155461738 2022-11-13 1 GEORGE de LAMA 999009999 JENNIFER SOLOT P00749373 2155677770 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z GEORGE de LAMA 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 11113053 0 X WWW.EFWORLD.ORG X 1953 PA A GLOBAL LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD. 43 42 23 41 0 0 4878483 3233242 0 0 387682 3765318 0 0 5266165 6998560 524973 706066 0 0 2944399 3089864 0 0 436920 907333 1039294 4376705 4835224 889460 2163336 60555684 65596103 196540 227199 60359144 65368904 X EISENHOWER FELLOWSHIPS IDENTIFIES, EMPOWERS AND CONNECTS INNOVATIVE LEADERS THROUGH A TRANSFORMATIVE FELLOWSHIP EXPERIENCE AND LIFELONG ENGAGEMENT IN A GLOBAL NETWORK OF DYNAMIC CHANGE AGENTS COMMITTED TO CREATING A WORLD MORE PEACEFUL, PROSPEROUS AND JUST. 0 0 974872 185089 GLOBAL PROGRAM:TWENTY-FOUR ASCENDANT LEADERS FROM 22 COUNTRIES ACROSS ASIA, AFRICA, EUROPE, THE MIDDLE EAST AND SOUTH AMERICA PARTICIPATED IN EISENHOWER FELLOWSHIPS' FLAGSHIP GLOBAL PROGRAM BEGINNING WITH A VIRTUAL COMPONENT IN MAY 2021 AND A VIRTUAL OR IN-PERSON COMPONENT IN SEPTEMBER AND OCTOBER 2021. THE FELLOWS WORKED WITH THEIR PROGRAM OFFICERS IN PHILADELPHIA TO DESIGN PROJECTS THAT WOULD PROVIDE SUSTAINED AND MEANINGFUL CHANGE IN THE FELLOWS' COMMUNITIES. THE PROJECTS WERE FOCUSED ON A WIDE RANGE OF FIELDS INCLUDING EDUCATION, GENDER EQUITY, INFRASTRUCTURE DEVELOPMENT, ENVIRONMENTAL PROTECTION, FINANCIAL LITERACY AND DEVELOPMENT, HEALTH CARE, DIPLOMACY, MEDIA PRODUCTION AND CULTURAL PRESERVATION. [CONTINUED ON SCHEDULE O]TWO-THIRDS OF THIS COHORT OF FELLOWS OVERCAME CONSIDERABLE OBSTACLES TO TRAVEL TO THE US FOR IN-PERSON MEETINGS OF PROFESSIONAL EXPLORATION, INTERACTION AND EXCHANGE, CULMINATING WITH A SERIES OF EF EVENTS IN PHILADELPHIA IN OCTOBER. 1952774 134582 GLOBAL FELLOWS NETWORK: THE GLOBAL FELLOWS' NETWORK FOSTERS CONTINUED CONNECTION AND ENGAGEMENT AMONG FELLOWS AROUND THE WORLD. EISENHOWER FELLOWS CURRENTLY HAVE ORGANIZED OVER 50 NATIONAL AND REGIONAL FELLOW CHAPTERS. CHAPTER MEMBERS ENGAGE IN ACTIVITIES SUCH AS RECRUITING, HOLDING PRELIMINARY CANDIDATE INTERVIEWS, ORGANIZING REGIONAL CONFERENCES AND HOSTING INCOMING USA AND INTERNATIONAL FELLOWS. FELLOWS PROVIDE VISITING FELLOWS WITH BOTH HOME HOSPITALITY AND MENTORING. EF FELLOWS PARTICIPATE IN THE EF GLOBAL NETWORK COUNCIL (GNC). EF PRODUCES REGULAR NEWLETTERS AND ENCOURAGES FELLOWS TO SHARE THEIR EXPERIENCES ON SOCIAL MEDIA. [CONTINUED ON SCHEDULE O]EF ALSO ASSISTS GLOBAL FELLOWS IN PROMOTING AND FACILITATING REGIONAL CONFERENCES AND EISENHOWER DAY OF FELLOWSHIP EVENTS. EF STAFF ALSO BEGAN TWO PROJECTS AIMED AT PRESERVING FELLOWS' HISTORY AND CONNECTION. IN SUMMER OF 2021 EF LAUNCHED THE ARCHIVE DIGITIZATION PROJECT TO SCAN AND CATALOG THE METADATA FOR THOUSANDS OF UNIDENTIFIED PHOTOS SITTING IN BOXES AND BINDERS IN THE BASEMENT OF THE EF HOUSE, AS WELL AS COUNTLESS UNMARKED DIGITAL PHOTOS ON CDS AND ON OUR SERVERS. WHEN COMPLETED, THE PROJECT WILL HELP STAFF MORE EASILY SEARCH AND LOCATE PHOTOS OF FELLOWS, TRUSTEES AND FRIENDS OF EF. ADDITIONALLY, IN LATE 2021 EF LAUNCHED THE NO FELLOW LEFT BEHIND PROJECT TO REACH OUT TO EVERY LIVING EISENHOWER FELLOW IN THE WORLD TO MAINTAIN AND REKINDLE THE GLOBAL NETWORK. 493028 338059 GLOBAL SCHOLARS PROGRAM:THIS IMPORTANT NEW DIMENSION OF EF'S PROGRAMS EXPOSES A NEW GENERATION OF YOUNGER AMERICAN LEADERS TO THE WORLD BEYOND US SHORES AND TO THE EF GLOBAL NETWORK. THIS UNIQUE PROGRAM SENDS RECENT AMERICAN COLLEGE GRADUATES TO EUROPE FOR A YEAR OF POSTGRADUATE STUDIES LEADING TO A MASTER'S DEGREE. SCHOLARS COMPLETE THEIR MASTER'S DEGREES AT THE BLAVATNIK SCHOOL OF GOVERNMENT AT THE UNIVERSITY OF OXFORD, FOCUSING ON PUBLIC SERVICE AND EFFECTIVE GOVERNANCE, AND AT THE SCHOOL OF GLOBAL AND PUBLIC AFFAIRS AT IE UNIVERSITY IN MADRID, FOCUSING ON THE GLOBAL ECONOMY, INNOVATION AND ENTREPRENEURSHIP. SCHOLARS MEET WITH EISENHOWER FELLOWS AND DEVELOP LIFELONG CONNECTIONS TO A NETWORK OF LIKE-MINDED LEADERS. [CONTINUED ON SCHEDULE O]THE SCHOLARS MAY BE OFFERED OPTIONAL SUMMER INTERNSHIPS IN COLLABORATION WITH THE EF GLOBAL NETWORK. IN SEPTEMBER 2021, EF GATHERED FOR THE FIRST TIME ALL EIGHT SCHOLARS FROM THE FIRST TWO YEARS OF THE PROGRAM FOR MEETINGS WITH PROGRAM SPONSORS AND EISENHOWER FELLOWS. 233190 48336 OTHER PROGRAMS: IN ADDITION TO ITS INTERNATIONAL PROGRAMS, EISENHOWER FELLOWSHIPS ALSO OPERATES A USA PROGRAM, WHICH SENDS BETWEEN 10-12 U.S. CITIZENS ABROAD ANNUALLY. FELLOWS TRAVEL INDIVIDUALLY TO ONE OR TWO EF NETWORK COUNTRIES AROUND THE WORLD. DUE TO THE PANDEMIC, ONLY ONE USA FELLOW WAS ABLE TO COMPLETE PART OF HIS FELLOWSHIP TRAVEL IN 2021. EF'S USA AGRICULTURAL FELLOW TRAVELED TO FRANCE IN NOVEMBER 2021 TO EXPLORE HIS IDEAS ON THE FARM-TO-TABLE MOVEMENT, SUPPORTING YOUNG FARMERS AND HOW TO INCREASE FOOD EQUITY WITHIN THE UNITED STATES. SINCE 2015, EISENHOWER FELLOWSHIPS HAS ALSO SENT 10 USA FELLOWS TO CHINA EACH YEAR UNDER A SPECIAL PARTNERSHIP WITH THE CHINA EDUCATION ASSOCIATION FOR INTERNATIONAL EXCHANGE (CEAIE) CALLED THE ZHI-XING CHINA PROGRAM. ALTHOUGH 10 ZHI-XING FELLOWS WERE SELECTED TO TRAVEL IN 2020, THE PROGRAM HAD TO BE POSTPONED DUE TO THE COVID PANDEMIC.IN AN EFFORT TO KEEP THE USA FELLOWS ENGAGED AND CONNECTED, THEY WERE INVITED TO ATTEND NUMEROUS SPECIAL ONLINE EVENTS AND SEMINARS AS WELL AS VARIOUS NETWORK FELLOW EVENTS THROUGHOUT 2021. 233190 48336 3653864 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 27 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 43 42 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA MA NC NJ NY PA X X The Organization 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 DR ROBERT GATES CHAIRMAN 1.00 X X 0 0 0 CHRISTINE TODD WHITMAN VICE-CHAIR 3.00 X X 0 0 0 NICOLAS A AGUZIN TRUSTEE 0.30 X 0 0 0 MOHAMMED M ALARDHI TRUSTEE 0.70 X 0 0 0 MADELEINE K ALBRIGHT TRUSTEE 0.20 X 0 0 0 AMR AL-DABBAGH TRUSTEE 0.20 X 0 0 0 ANINDYA BAKRIE TRUSTEE 0.20 X 0 0 0 TINA BYLES WILLIAMS TRUSTEE 0.75 X 0 0 0 KIMBALL C CHEN TRUSTEE 1.70 X 0 0 0 SOLOMON CAI CHENYU TRUSTEE 0.70 X 0 0 0 VIRGINIA B CLARK TRUSTEE 1.40 X 0 0 0 CHARLES E COBB JR TRUSTEE 2.20 X 0 0 0 EDGAR M CULLMAN JR TRUSTEE 3.87 X 0 0 0 DAVID EISENHOWER TRUSTEE 0.50 X 0 0 0 SUSAN EISENHOWER TRUSTEE 0.80 X 0 0 0 JEREMY K ELLIS TRUSTEE 0.40 X 0 0 0 MARCELO ETCHEBARNE TRUSTEE 2.70 X 0 0 0 HOLLY FLANAGAN TRUSTEE 2.90 X 0 0 0 MARY LOUISE GORNO TRUSTEE 4.30 X 0 0 0 MARK GRIER TRUSTEE 3.20 X 0 0 0 SUSAN HAKKARAINEN TRUSTEE 1.20 X 0 0 0 HARRY HALLORAN TRUSTEE 0.30 X 0 0 0 SHOW-CHUNG HO TRUSTEE 0.30 X 0 0 0 JAMES W HOVEY TRUSTEE 5.52 X 0 0 0 VICTORIA W HSU TRUSTEE 1.00 X 0 0 0 LOREE D JONES TRUSTEE 0.85 X 0 0 0 JOHN W KEOGH TRUSTEE 0.70 X 0 0 0 SHAHID MAHMUD TRUSTEE 0.80 X 0 0 0 MATT MANDERS TRUSTEE 3.90 X 0 0 0 CHRISTIAN MARRONE TRUSTEE 0.05 X 0 0 0 TIMOTHY MCBRIDE TRUSTEE (til 9/21) 0.85 X 0 0 0 JAMES L MCCABE TRUSTEE 2.65 X 0 0 0 VICTOR J MENEZES TRUSTEE 0.70 X 0 0 0 ROGER NORES TRUSTEE 2.05 X 0 0 0 OSMAN OKYAY TRUSTEE 1.10 X 0 0 0 STEVE PAGLIUCA TRUSTEE 0.80 X 0 0 0 STEVE PELCH TRUSTEE 0.70 X 0 0 0 JAY R PRYOR TRUSTEE 1.00 X 0 0 0 SUSAN E SHERMAN TRUSTEE 2.10 X 0 0 0 JEFFREY SINGER TRUSTEE 4.12 X 0 0 0 PAVNINDER SINGH TRUSTEE 0.70 X 0 0 0 JAMES STERNLICHT TRUSTEE 0.75 X 0 0 0 SAMAILA ZUBAIRU TRUSTEE 0.30 X 0 0 0 GEORGE de LAMA PRESIDENT 40.00 X X 384432 0 48205 ERIN HILLMAN V.P. PROGRAM & OPERATIONS 40.00 X 276388 0 54270 STEPHANIE S GROPP DIRECTOR OF FINANCE & OPERATIONS 40.00 X 169455 0 44395 PATRICK FISCHER DIRECTOR OF GLOBAL NETWORK PROGRAM 40.00 X 135700 0 33788 CARLA RICCI HEAD OF INSTITUTIONAL ADVANCEMENT 40.00 X 127008 0 39776 THOMAS FERGUSON HEAD OF GLOBAL NETWORK 40.00 X 122578 0 26007 1215561 0 246441 6 0 1 0 RICOH USA INC PO BOX 827577 PHILADELPHIA PA 19182 IT SERVICES 115974 1 448390 2784852 137438 3233242 871824 871824 7007987 4114493 2893494 2893494 2893494 6998560 0 0 3765318 386394 386394 319672 319672 977145 726162 145213 105770 1508780 1132771 212570 163439 69780 49803 10178 9799 382943 279941 66874 36128 151216 107545 24348 19323 153894 100031 53863 149095 125184 6408 17503 200227 90130 81032 29065 105079 65301 39778 41227 23575 17652 35441 963 34478 170198 139851 8932 21415 142328 83097 59231 41805 24407 17398 4835224 3653864 744440 436920 540157 1575969 1176624 1678017 5084840 4744531 89684 49908 3879494 1663866 2357956 2215628 22014510 23526132 21235714 23731845 8056199 8074073 60555684 65596103 196540 227199 196540 227199 X 43628266 48899131 16730878 16469773 60359144 65368904 60555684 65596103 X 2163336 2828550 17874 X 0 1 X 1 0 X 5098279 5592093 6077823 4878483 3233242 24879920 5098279 5592093 6077823 4878483 3233242 24879920 4212615 20667305 781603 971196 370933 438608 871824 3434164 28314084 0.72990 0.71840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52885748 656531 6457848 1683312 58316815 39964656 9774641 4911800 1765349 52885748 34397891 982506 6522609 1938350 39964656 37987411 1259220 -2966208 1882532 34397891 32783754 1940539 5146556 1883438 37987411 0.79000 0.21000 0 0 723608 723608 2411933 1020974 1390959 743953 642892 101061 2215628 LIMITED PARTNERSHIPS 23731845 F 23731845 BENEFICIAL INTEREST IN FEDERAL TRUST 8074073 8074073 X 9691090 2828550 -136020 2692530 6998560 0 6998560 4681330 0 4681330 153894 153894 4835224 Part V, Line 4: INTENDED USE OF ENDOWMENT FUNDS TO SUPPORT EF'S PROGRAMS AND OPERATIONS. Part X, Line 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. EF BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. Part XI, Line 2d - Other Adjustments: CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST 17,874. INVESTMENT MANAGEMENT FEES -153,894. 1 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 INVESTMENTS 9448985 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 INVESTMENTS 1031842 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, etc. 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 85257 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 20424 Middle East and North Africa 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 54409 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, etc. 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 58477 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 46697 South Asia 0 0 PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 42628 0 0 0 0 0 0 10788719 0 10788719 FELLOWSHIPS East Asia and the Pacific 10 85257 WIRE FMV FELLOWSHIPS Europe (Including Iceland & Greenland) 12 20424 WIRE FMV FELLOWSHIPS Middle East and North Africa 6 54409 WIRE FMV FELLOWSHIPS South America 6 58477 WIRE FMV FELLOWSHIPS South Asia 5 42628 WIRE FMV FELLOWSHIPS Sub-Saharan Africa 5 46697 WIRE FMV FELLOWSHIPS Central America and the Caribbean 1 11780 WIRE FMV FELLOWSHIPS WIRE FMV 1 0 0 1 1 0 Part I, Line 2: EF MONITORS THE USE OF ITS GRANT FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE GRANT PERIOD ON THE STATUS OF THEIR PROJECT AND TO STATE EXPECTED MEASURABLE RESULTS. Part III Accounting Method: 1 FELLOWSHIPS/SCHOLARS 5 386394 Part I, Line 2: EF MONITORS THE USE OF FELLOWSHIP FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE FELLOWSHIP PERIOD ON THEIR EXPERIENCE. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 GEORGE de LAMA PRESIDENT 359432 0 25000 0 0 0 14250 0 33955 0 432637 0 0 0 ERIN HILLMAN V.P. PROGRAM & OPERATIONS 251388 0 25000 0 0 0 13968 0 40302 0 330658 0 0 0 STEPHANIE S GROPP DIRECTOR OF FINANCE & OPERATIONS 159455 0 10000 0 0 0 9554 0 34841 0 213850 0 0 0 PATRICK FISCHER DIRECTOR OF GLOBAL NETWORK PROGRAM 135700 0 0 0 0 0 6986 0 26802 0 169488 0 0 0 CARLA RICCI HEAD OF INSTITUTIONAL ADVANCEMENT 127008 0 0 0 0 0 6440 0 33336 0 166784 0 0 0 X 3 137438 FMV @ TRANSFER DATE 0 0 0 0 Form 990, Part VI, Section A, line 2 DAVID EISENHOWER, TRUSTEE, AND SUSAN EISENHOWER, TRUSTEE, HAVE A FAMILY RELATIONSHIP. Form 990, Part VI, Section B, line 11b GOVERNING BODY REVIEW OF FORM 990 THE EXECUTIVE COMMITTEE REVIEWS THE FORM 990 FOR APPROVAL. ONCE APPROVED, A COPY OF THE RETURN IS DISTRIBUTED TO EACH BOARD TRUSTEE FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Section B, line 12c MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EF'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS ANNUALLY FOR THEIR REVIEW. ALSO, STAFF RESPONSIBLE FOR CONTRACTING AND PROCUREMENT ARE PROVIDED WITH CURRENT BOARD LIST SO THAT THEY CAN REMAIN ALERT TO POTENTIAL REAL OR APPARENT CONFLICTS. CONCERNS ABOUT POSSIBLE CONFLICTS ARE REPORTED TO THE PRESIDENT, WHO ALERTS THE APPROPRIATE BOARD MEMBERS. Form 990, Part VI, Section B, line 15 PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE PRESIDENT AND VICE PRESIDENT, THE ORGANIZATION'S OVERALL STAFF COMPENSATION AND BENEFITS STRATEGY AND POLICY AND MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. Form 990, Part VI, Section C, line 19 EF POSTS ITS FORM 990, AUDITED FINANCIAL STATEMENTS AND ANNUAL BUSINESS PLAN ON ITS WEBSITE. EF'S CHARTER, BYLAWS AND OTHER GOVERNING DOCUMENTS, SUCH AS ITS CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, line 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST 17,874.